Unclaimed Profile

William Joseph Kennedy

ATR ADVISORS, LLC·FAIRFIELD, Connecticut

Series 7, Series 63, Series 66Clean record14 years registeredATR ADVISORS, LLC

2452 BLACK ROCK TPKE STE #10, FAIRFIELD, CT 06825CRD# 5710965Firm CRD# 170849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Joseph Kennedy · FAIRFIELD, CT

Registration

CRD #5710965 · ATR ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SILVER TIGER ADVISORS

Oct 2019 – present

ATR ADVISORS, LLC

Jun 2015 – Oct 2019

WESTPORT, CT

WESTPORT RESOURCES MANAGEMENT INC

Jan 2012 – Jun 2015

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · January 13, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATR ADVISORS, LLC

CRD 170849 · SEC 801-79689

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by ATR ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ATR ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Joseph Kennedy offer?

William Joseph Kennedy specializes in Investment Management, Fee-Only Advisory. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are William Joseph Kennedy's credentials?

William Joseph Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Joseph Kennedy located?

William Joseph Kennedy is based in FAIRFIELD, Connecticut, working with ATR ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does William Joseph Kennedy charge for services?

William Joseph Kennedy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATR ADVISORS, LLC?

ATR ADVISORS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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